TableStart and TableEnd tags that end in Details (POLineDetails, InvoiceDetails etc.) are for matrix documents, e.g.
These are child tags that will be found within the parent tags. « TableStart:POLines» and « TableEnd:POLines».
Tables that may have multiple lines generated in them, for example, tables with sale order lines, purchase order lines, or additional Charges, will have TableStart and TableEnd tags within the table itself. Child TableStart and TableEnd tags can be placed within the parent tags. « TableStart:Purchase» and « TableEnd:Purchase». Templates will start and end with the parent TableStart and TableEnd tags, e.g. This defines which table the mail merge fields data will be pulled from. All MS Word formatting (font size, alignment, etc.) is carried over to the document/email body.Īll sections in a template must be contained within TableStart and TableEnd tags. Only MS Word files are accepted as a template format. Email templates, when uploaded, will display in the body of the email, and the email subject line also needs to be pre-set. By default, only document templates are provided. Clicking Email will open a blank email with the PDF document as an attachment. Document templates generate PDF documents clicking Print during an operation will allow you to print or save the document. NOTE: Each template can have both a document template and an email template. You will see each section (Purchase, Sale, Inventory, POS, etc.) and the default templates for each document type (Purchase Order, Purchase Invoice, etc.) within that section. Change barcode format for DEAR POS receiptĭocument and email templates are accessed from Settings → Document & Email Templates. Change barcode format for DEAR POS product label. Add customer tax number to DEAR POS receipt. Add a credit note memo to a credit note purchase. Display the correct font in a document template. NOTE: DEAR have a dedicated support team for resolving template issues, don't hesitate to contact DEAR Support for help. MailMerge fields for financial templates (Expense Claims and Receipts). MailMerge fields for production process (BETA). MailMerge fields for DEAR POS templates. MailMerge fields for inventory process, price list, assembly, disassembly, and job costing templates. MailMerge fields for sale process, combined sales, and customer statement templates. 
MailMerge fields for purchase process templates.See below for the full lists of available MailMerge tables and fields and Template editing for a video tutorial of the process. You can create multiple templates for each type of document (Purchase Order, Sale Invoice, Shipping Label, etc.). DEAR uses MS Word templates for documents and emails, therefore with some basic MS Word and Mail Merge skills, you can customise existing templates and create new templates. Add a unique look and feel to your documents by personalising your document and email templates.
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